Una Description

Una is a customer relationship management tool specifically designed for professional matchmakers, centralizing each client's profile, preferences, communications, tasks, and history into one convenient platform. This integration streamlines information that would typically be scattered across various sources like email, WhatsApp, spreadsheets, and notes. With just one click, matchmakers can effortlessly identify potential matches not only among their clients but also within their leads and the clients and leads of fellow matchmakers they team up with. Una presents a comprehensive timeline of each client's journey, consolidating every interaction — from introductions and follow-ups to feedback requests sent via WhatsApp, SMS, and email — into one accessible location. Any commitment made by a matchmaker, whether it's an introduction by a certain date, feedback following a date, or a promised follow-up, can be designated as a promise. This unique feature emphasizes client trust, as Una ensures these promises remain visible, monitors their fulfillment, and brings them to attention before they are overlooked. Furthermore, Una is equipped with additional functionalities such as customizable funnels, intake forms, package management, and automated workflows, enhancing the overall efficiency of the matchmaking process. This makes it an invaluable resource for matchmakers aiming to provide exceptional service and maintain strong client relationships.

Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
Una
Year Founded:
2024
Headquarters:
Israel
Website:
getuna.ai

Media

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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support

Una Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Una User Reviews

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